Relationship Manager

Flying Collars Solutions

key responsibility areas : 6 – 8 areas activities

hnw portfolio management

(acquiring, enhancing, deepening and

retention)

 liaising with pb/ preferred rm to flag eligible

customers form classic/ preferred portfolio

 acquire new customers who meet product criteria

 regular interaction with the customer to build

rapport to understand and update the profile.

 enhance the overall value/book size of the

portfolio

 maintain the overall quality / hygiene parameters

of the portfolio

 cross selling products of the bank based on the

customer need

 joint calls being done along with supervisor as per

defined process

 advisory services to be offered based on the

requirement in coordination with pbg.

 attrition control of customers

 achieving mtd and ytd revenue targets

 operations, marketing & processes  error free documentation for all account opening

and all customer instructions (stop payments, fd

closure, etc)

 ensure kyc / aml norms are adhered to at all

points of time

 ensure that 5-s norms are adhered to for

individuals workstation

 increase in wallet share  look for opportunities to cross sell any other

product of the bank, to ensure that hdfc bank is a

one stop shop & solution for all banking needs of

the imperia customer

 sales to family members and associates (all

network)

 ensure that optimal levels of income generating

product group holding (ipgh) is reached

 product penetration & contribution

towards focused product

 ensure that an optimal level of income generating

product group holding (ipgh) is reached.

 enhance client's customer to group ( ctg ) level

 customer service  ensure quality customer service is delivered. all

customer queries and complaints are being

resolved within tat.

 customer is informed about any regulatory or

process change. keep the customer updated on

program features.

 ensure timely customer communication on

requests and concerns raised.

 proactive complaint management through

• Experience

  5 - 11 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office